The Reasoning Show
The Reasoning Show AI moves fast. Thinking clearly matters more.
The Reasoning Show cuts through the hype to explore how the smartest people in enterprise AI actually make decisions — the strategy, the tradeoffs, and the hard lessons no press release mentions.
Every week, hosts Aaron Delp and Brian Gracely sit down with the founders building the tools, investors funding the shift, and operators running AI in the real world. Not hype. Not panic. Just clear-headed conversations with people who have to make actual decisions.
Because the AI revolution isn't just happening. It's being reasoned through.
New shows every Wednesday and Sunday.
Topics: Enterprise AI strategy · LLMs in production · AI leadership · Agentic AI · Digital Sovereignty · Machine Learning · AI startups · Cloud Computing
The Reasoning Show
Open Source and Business…sigh
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Every few years we have to be reminded that open source isn’t a business model. Let’s talk about the business dynamics that everyone seems to keep forgetting.
SHOW: 816
SHOW TRANSCRIPT: The Cloudcast #816
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"
SHOW NOTES:
- Adam Jacobs discusses open source and business (The Changelog)
- “figure out how to play nice with competition” (Twitter)
- The will never be another Red Hat - Economics of OSS (a16z)
OPEN SOURCE IS A LICENSE, NOT A BUSINESS MODEL
- There are rules around software licenses (e.g. Apache, GPL, etc.)
- There are no rules about how people feel about software, creators or maintainers
FREE, FREE TIERS, EXTENSIONS, CLONES
- Red Flags: Writes most of the code, took VC funding (multiple rounds)
- Green flags: Lots of diverse (companies) contributors
- Yellow flags: Foundation owns copyright
- “There’s the business side and there’s the hippie side of OSS”
- “I have endless ambitions”
- “I didn’t build a forever entity”
- “When is the rug pull going to happen?”
- If a company takes VC funding, is open source anything more than a marketing vehicle?
- “Docker figured it out and now they are doing like $100M”. Did they?
- When is OSS personal, and when is it a company?
- Will there never be another Red Hat, or just not another Linux?
- How much is too much when determining if a company should give things away for free?
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